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Action Point Financial Planning’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Action Point Financial Planning’s Portfolio DFVX Stock Details DFVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7K Buy
+130
New +$10.4K ﹤0.01% 1424

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $168M AUM 30.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Action Point Financial Planning's DFVX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Dimensional US Large Cap Vector ETF (DFVX) in Q2 2026: 130 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings.

51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Action Point Financial Planning held 130 shares of Dimensional US Large Cap Vector ETF worth $10.7K as of Q2 2026.
  • Dimensional US Large Cap Vector ETF was a new Action Point Financial Planning position in Q2 2026.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1424 holding.
  • 51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.